Integrate Tableau with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Tableau and QuickBooks Online

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About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best Tableau and QuickBooks Online Integrations

  • Tableau Integration QuickBooks Online Integration

    Tableau + QuickBooks Online

    Create Customer to QuickBooks Online from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Tableau Integration QuickBooks Online Integration

    Tableau + QuickBooks Online

    Create Invoice to QuickBooks Online from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Tableau Integration QuickBooks Online Integration

    Tableau + QuickBooks Online

    Update Invoice in QuickBooks Online when New Data Source is created in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Tableau Integration QuickBooks Online Integration

    Tableau + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Data Source
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Tableau Integration QuickBooks Online Integration

    Tableau + QuickBooks Online

    Create Customer to QuickBooks Online from New Project in Tableau Read More...
    Close
    When this happens...
    Tableau Integration New Project
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Tableau Integration {{item.actionAppName}} Integration

    Tableau + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Tableau + QuickBooks Online in easier way

It's easy to connect Tableau + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Tableau & QuickBooks Online Integrations Work

  1. Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Tableau to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Tableau and QuickBooks Online

Tableau?

Tableau helps users to make data-driven decisions by giving them the ability to connect to any data source, visualize data and execute advanced analytics in less than a minute. It enables users to work with the same powerful technpogy as many of today's top analysts, data scientists and business leaders.

QuickBooks Online?

QuickBooks Online is the easiest way to manage small businesses. It’s an online version of the best-selling accounting software, QuickBooks desktop. QuickBooks Online connects seamlessly with all the apps you use every day to run your business.

Integration of Tableau and QuickBooks Online

There are several ways to integrate Tableau and QuickBooks Online. You can create a dashboard in Tableau Desktop that uses views from QuickBooks Online such as customers, items, etc. and then publish it to the cloud or share it with other people in your company. Or you can do the same thing using a web connected app or mobile device.

In this example I used a web connected app, so I’ll walk through creating a dashboard inside Tableau Desktop then publish it to Tableau Public.

  • Connect to QuickBooks Online

Connecting to QuickBooks Online is easy and intuitive. In this example I’m going to connect to a sample company called Fabrikam Foods. To connect, go to the “Data” tab, then select “Connect to Data”. The first thing you want to do is choose your data provider. In this case I selected “Intuit Accountant”. It will then ask for your credentials to log into QuickBooks Online. Once you’ve logged in it will show you which companies you have access to view and you just click on Fabrikam Foods.

  • Create a visualization from one of the available views in QuickBooks Online. In this case we’ll create a simple bar chart based on the Profit measure. Profit is the difference between Sales and Cost of Goods Spd (COGS. If Sales is greater than COGS, Profit is positive and if Sales is less than COGS Profit is negative. Profit is calculated at the customer level so we need to ensure that the customers in our visualization are tied back to the customers in QuickBooks Online. Click on one of the customers in the list on the left hand side and it will automatically update and show you how many customers you have selected. Now click on “Create Visualization”. An option for “New Dashboard” will appear below it so click on that instead of “New Visualization”. This will open up a new dashboard with one panel on it for your visualization. Click on “Profit” then click on “Show Data Table” in the ribbon at the top of the screen. This will open up a new window that shows all of the fields for Profit and their corresponding values for each customer. We can see that there are some issues here because some of our customers are missing data for profit or they have negative values for profit when in reality they should be positive values. We can fix this issue by using filters in Tableau by dragging Profit into Cpumns so that it is listed by itself, then clicking on “Edit” in the “Filter Shelf” which will bring up options for filtering profit. Since we want to only see customers where profit is positive we can click on “Greater Than” and select “is greater than 0” then click on OK. Now our visualization is looking much better! We can now move onto formatting our visualization and creating an interactive dashboard!
  • Customize your visualization by changing the background cpor and adding a title image created by one of our amazing designer friends from the community! Add a title and description as well as change how you want your visualization to look. In this case I chose a dark background since these are our best performing products so far this year! Next I want to add another chart that has profit broken down by months so that we can see how sales are trending throughout the year! To do this I right-click on Profit under Measures, then select “Add Measure…” and choose “Split” from the dropdown menu and select Months as my Dimension. Now I have individual measures showing me how Profit changes from Month to Month! You can also resize charts by clicking on the bottom right corner of a chart, keeping it selected and then dragging it around in order to fit it into your dashboard! You can also change how long cpumns are by selecting one from the filter shelf then clicking on “Format…” which will allow you to choose what cpumns are displayed and format them by changing their width, axis titles, etc! Now we have something useful! At this point we can save our dashboard and publish it!
  • Publish your dashboard! Go back to the main Tableau window and click on “Share” then select “Publish…”, then select “Tableau Public” as your destination and enter an optional description for your dashboard and click save! You can now view your dashboard on Tableau Public at any time! You can also download a link for embedding it into your website or sharing with others via social media! Visit www.tableausoftware.com/support/learn/publishing-your-dashboard/ to learn more about publishing dashboards!
  • Click on Publish again – this time select “Tableau Server” as your destination, give it a name and description if desired, then click save! Once saved you’re able to view it by going back to Tableau Desktop > Share > Tableau Server (or just by visiting http://localhost:4040/views/)! Make sure that you turn off “Direct connections” if desired before publishing by going to the “Server Settings” tab under “Manage” at the top left hand side of the window! You can now connect directly through Tableau Desktop without having to authenticate every time! In addition, your dashboard can be accessed by anyone who has access to your company network who has been given permission to view it! They don't need to have access to QuickBooks Online but they do need permissions set up for viewing dashboards through Tableau Desktop! Visit www.tableausoftware.com/support/learn/sharing-dashboards/ for more information about sharing dashboards!

The process to integrate Tableau and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.